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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Sully- who wrote (2494)	8/28/2000 7:43:19 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 197032

W, I was responding to the following statement made by Keith Feral: The only competition left for QCOM in ASICs now is the Nokia/Texas Instruments alliance. That's wishful thinking, unless the statement is limited to IS-95 and the CDMA2000 family, which is not what the context implied. If Siemens can develop a chip (LAS-CDMA) that uses the CDMA air interface, and they already have a mastery of the GSM stack, and given their resources in microelectronics in general, and mobile telephony microelectronics in particular, they should not be dismissed as a competitor in WCDMA. I'll let the techies like mightylakers and engineer decipher this (and I may be all wet) but here's a Siemens UMTS chip block diagram that may be of interest: infineon.com This is the PMB 8880 "Single Chip Triple-Mode UMTS/GSM/EDGE Baseband IC" and the diagram references a synchronous interface. Presumably by "UMTS" they mean WCDMA. Maybe it's vaporware; maybe not. But these guys would rank high up on the potential competitor list. Engineer-types invited to dissect. Here's the backward link to the Siemens page where this product is described: infineon.com What "pees in my Wheaties" are the sweeping statements made by some that are literally looking at the world through heavily tinted glasses (or are just plain ill-informed). We can not afford to get so totally immersed in the wonderfulness of Qualcomm that we too easily dismiss the other guys. If somebody takes the time to dissect the competition (which I hope somebody will w/r/t the Siemens offering), rather than just "dissing" it, that adds a lot of value to the thread. Agree 100% that SpinCo will have plenty of competition in the WCDMA field, and that's assuming the necessary IPR can be licensed by SpinCo. (An acquisition by INTC would make this a slam dunk). BTW, QCOM, including LEAPS, still my largest holding, and by far my largest in wireless, so rooting hard for the good guys to triumph.

To: Sully- who wrote (2494)	8/29/2000 10:28:03 AM
From: engineer	Respond to of 197032

Just in case your new to the Q threads or may have forgotten, Siemens was in the same postion as NOK a couple of years ago. They tried for 2-3 years to make a CDMA chipset and kept promising to make a phone. When they failed time after time, the management shut down the entire US operations in Dallas and sent everyone home. They have not been in the CDMA market ever since, except to fund Neopoint to make branded phones. I personally don;t think Alcatel has the ability to make chipsets. I think they presently buy them from others. My original point here was that in the present market, one competitor dropped out and Q should have one less person out there to try to win sales over.